See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 PO BOX 7350 · PORTLAND, ME 041127350 | Advisory (Plan) | $62,625 |
INSURANCE PROGRAMERS, INC.2+ years Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $54,436 |
Filed as: BUCKLEY, FRAME, BOUDREAU & CO Service code 10 · EIN 06-0931761 | Accounting | $16,387 |
EATON PEABODY ATTORNEYS AT LAW2+ years Filed as: EATON PEABODY ATTORNEY'S ST LAW Service code 29 · EIN 01-0373027 PO BOX 1210 · BANGOR, ME 044021210 | Legal | $15,813 |
LECKENBY BENEFITS CONSULTING2+ years Filed as: LECKENBY BENEFITS CONSULTANTS Service code 11 · EIN 20-4457764 | Actuarial | $14,920 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 5.98% | 2.79%+3.2pp | 4.16%+1.8pp | 11.88%-5.9pp |
| Employer contribution / active EE | $10,068 | $10,530-4.4% | $29,966-66.4% | $14,612-31.1% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |